Featured 13F manager
Ruane, Cunniff & Goldfarb L.P.
New York, NY 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $6.4B
- 54 Positions
- 2026 Q2
- +6.6% QoQ
- Top 5 40.2%
Portfolio
top 5 40.2% · top 10 66.5%
- GOOGL - Alphabet · CL A 11.1%
- TSM - Taiwan Semiconductor 8.7%
- FWONK - Liberty Media Del 7.7%
- SCHW - Schwab Charles 6.6%
- COF - Capital One Finl 6.1%
- ELV - Elevance 5.9%
- ICLR - Icon Pub 5.5%
- GOOG - Alphabet · CL C 5.1%
- URI - Sunbelt Rentals 4.9%
- ICE - Intercontinental Exchange 4.9%
- MSA - Msa Safety 4.7%
- UNH - Unitedhealth Group 4.6%
- Other 24.2%
AUM over time
Book
| ICE - Intercontinental Exchange | 10.90% | Reduce −4.6% | 5,108,459 | $136.89 | $699M | −245,844 | −$37M |
| SCHW - Schwab Charles | 8.94% | Reduce −4.3% | 7,785,057 | $73.69 | $574M | −347,586 | −$15M |
| ELV - Elevance Health | 8.65% | Reduce −4.7% | 1,024,071 | $541.86 | $555M | −50,614 | −$2M |
| TSM - Taiwan Semiconductor Mfg | 8.19% | Reduce −18.6% | 3,023,723 | $173.81 | $526M | −692,927 | +$20M |
| GOOGL - Alphabet · CL A | 7.88% | Reduce −4.4% | 2,775,840 | $182.15 | $506M | −129,017 | +$67M |
| UNH - Unitedhealth Group | 7.81% | Reduce −4.3% | 983,826 | $509.26 | $501M | −44,037 | −$7M |
| FWONK - Liberty Media Del | 6.92% | Reduce −4.0% | 6,179,575 | $71.84 | $444M | −258,853 | +$22M |
| COF - Capital One Finl | 6.09% | Reduce −4.4% | 2,823,544 | $138.45 | $391M | −129,185 | −$49M |
| CACC - Credit Accep Mich | 5.69% | Reduce −1.3% | 708,927 | $514.68 | $365M | −9,113 | −$31M |
| J - Jacobs Solutions | 5.61% | Reduce −4.2% | 2,575,459 | $139.71 | $360M | −112,109 | −$53M |
| META - Meta Platforms · CL A | 4.54% | Reduce −3.9% | 577,470 | $504.22 | $291M | −23,240 | −$521K |
| KMX - Carmax | 4.34% | Reduce −4.3% | 3,797,441 | $73.34 | $279M | −170,637 | −$67M |
| GOOG - Alphabet · CL C | 4.27% | Reduce −5.5% | 1,493,749 | $183.42 | $274M | −86,996 | +$33M |
| BRK.B - Berkshire Hathaway · CL B | 2.78% | Reduce −2.6% | 438,921 | $406.80 | $179M | −11,601 | −$11M |
| LBRDA - Liberty Broadband | 2.19% | Reduce −13.3% | 2,566,228 | $54.82 | $141M | −394,071 | −$29M |
| CHTR - Charter Communications · CL A | 2.12% | New | 454,226 | $298.96 | $136M | +454,226 | +$136M |
| BRK.A - Berkshire Hathaway · CL A | 1.32% | Reduce −7.4% | 138 | $612,241 | $84M | −11 | −$10M |
| FWONA - Liberty Media Del | 0.81% | Reduce −5.0% | 813,312 | $64.23 | $52M | −43,246 | +$2M |
| LBRDA - Liberty Broadband | 0.62% | Reduce −5.6% | 723,182 | $54.60 | $39M | −42,948 | −$4M |
| EXPD - Expeditors Intl Wash | 0.20% | New | 102,132 | $124.79 | $13M | +102,132 | +$13M |
| EQH - Equitable | 0.03% | Hold | 40,889 | $40.86 | $2M | — | — |
| Sendas Distribuidora S A | 0.02% | Hold | 138,282 | $9.30 | $1M | — | — |
| MHK - Mohawk Inds | 0.02% | Hold | 10,790 | $113.59 | $1M | — | — |
| GPI - Group 1 Automotive | 0.02% | Add +23.1% | 3,427 | $297.28 | $1M | +643 | +$205K |
| STLA - Stellantis | 0.01% | Reduce −6.2% | 45,164 | $19.85 | $897K | −2,996 | −$466K |
| LAD - Lithia Mtrs | 0.01% | Add +16.9% | 2,724 | $252.45 | $688K | +393 | −$14K |
| BLDR - Builders Firstsource | 0.01% | Hold | 4,700 | $138.41 | $651K | — | — |
| NFLX - Netflix | 0.01% | Hold | 615 | $674.88 | $415K | — | — |
| Ishares Tr | 0.01% | Hold | 6,380 | $57.91 | $369K | — | — |
| MSFT - Microsoft | 0.00% | Hold | 649 | $446.95 | $290K | — | — |
| MU - Micron Technology | 0.00% | Reduce −31.6% | 2,162 | $131.53 | $284K | −1,000 | −$88K |
| SBGI - Sinclair · CL A | 0.00% | Hold | 17,959 | $13.33 | $239K | — | — |
| SPGI - S&P Global | 0.00% | Hold | 531 | $446.00 | $237K | — | — |
| AXP - American Express | 0.00% | Hold | 932 | $231.55 | $216K | — | — |
| RMNI - Rimini Str Del | 0.00% | Add +54.4% | 28,371 | $3.07 | $87K | +10,000 | +$27K |
| Atai Life Sciences | 0.00% | Hold | 42,112 | $1.33 | $56K | — | — |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 54 | $6.4B | +6.6% | 13F-HR | 8/13/2026 | 000091957426005176 |
| 2026 Q1 | 50 | $6B | −5.8% | 13F-HR | 5/15/2026 | 000091957426003132 |
| 2025 Q4 | 48 | $6.4B | +6.1% | 13F-HR | 2/13/2026 | 000091957426000775 |
| 2025 Q3 | 47 | $6B | +3.5% | 13F-HR | 11/14/2025 | 000091957425006759 |
| 2025 Q2 | 43 | $5.8B | +5.9% | 13F-HR | 8/14/2025 | 000091957425004628 |
| 2025 Q1 | 38 | $5.5B | −6.5% | 13F-HR | 5/15/2025 | 000091957425003038 |
| 2024 Q4 | 39 | $5.9B | −7.9% | 13F-HR | 2/14/2025 | 000091957425001168 |
| 2024 Q3 | 37 | $6.4B | −0.4% | 13F-HR | 11/14/2024 | 000091957424006465 |
| 2024 Q2 | 37 | $6.4B | −0.4% | 13F-HR | 8/14/2024 | 000091957424004556 |
| 2024 Q1 | 34 | $6.4B | +3.0% | 13F-HR | 5/15/2024 | 000091957424002995 |
| 2023 Q4 | 33 | $6.3B | +3.9% | 13F-HR | 2/14/2024 | 000091957424001097 |
| 2023 Q3 | 36 | $6B | −5.0% | 13F-HR | 11/14/2023 | 000091957423006181 |
| 2023 Q2 | 34 | $6.3B | +3.6% | 13F-HR | 8/14/2023 | 000091957423004553 |
| 2023 Q1 | 31 | $6.1B | −4.4% | 13F-HR | 5/15/2023 | 000091957423003116 |
| 2022 Q4 | 32 | $6.4B | −4.9% | 13F-HR | 2/13/2023 | 000091957423001107 |
| 2022 Q3 | 31 | $6.7B | −12.3% | 13F-HR | 11/14/2022 | 000091957422006611 |
| 2022 Q2 | 31 | $7.7B | −24.4% | 13F-HR | 8/15/2022 | 000091957422004968 |
| 2022 Q1 | 34 | $10.2B | −13.3% | 13F-HR | 5/13/2022 | 000091957422003202 |
| 2021 Q4 | 34 | $11.7B | +5.2% | 13F-HR | 2/14/2022 | 000091957422000966 |
| 2021 Q3 | 33 | $11.1B | — | 13F-HR | 11/15/2021 | 000091957421006870 |
About
Ruane, Cunniff & Goldfarb L.P.
20 processed 13Fs on this site · 2021 Q3–2026 Q2